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Building 2LLOYDS TSB OFFSHORE PRIVATE CLIENTS LIMITED

Map pinJERSEY, CHANNEL ISLANDS
Phone44 1534 845845
NotebookSEC #801-52978
Total AUM
$69.6M
Employees
27
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11/12 ESPLANADE
ST HELIER
JERSEY, CHANNEL ISLANDS
JE4 8RS
United Kingdom
Operating Hours
0900 - 1700
Monday - Friday
Phone
44 1534 845845

ReceiptFinancials

Total AUM
$69.6M
Accounts
76
Discretionary
$69.6M
Accounts
76
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Felony ChargeFelony ConvictionOther Regulator Violation FindingPending Civil Proceeding
State Registrations
CAFLNYVA

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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